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INDIA Q2 GROWTH
I can hurt, but I can't win: The reality of India's D2C insurgentsIndia's new-age consumer brands are rapidly disrupting markets, with revenues soaring. However, a significant challenge persists: while cre...- International visitors to Dubai to return ahead of hotel rate recoveryDubai's tourism is bouncing back, with visitor numbers expected to recover before hotel rates. Accor, a major hospitality player, notes a l...
- Goldman Sachs upgrades India's growth outlook after US-Iran peace dealGoldman Sachs has raised India's 2026 real GDP growth forecast to 6.8% from 6.5%, citing lower oil prices, easing supply disruptions and re...
- Pharma, power & mid-sized banks: Where Mayuresh Joshi is putting money to work right nowIndian markets are showing signs of recovery as geopolitical tensions ease, paving the way for a stronger earnings outlook in the second ha...
- GCC demand, flex workspaces keep India's office leasing on growth path in H1India's office market is thriving, with a 6% year-on-year surge in leasing to 35.7 million sq ft in the first half of 2026. Global Capabili...
- US economy expanded at solid 2.1% pace in January-March, government says, upgrading last estimateThe growth in gross domestic product - the nation's output of goods and services - marked a rebound from a sluggish 0.5% in the last three ...
- Affordable housing finance firms likely to regain growth in FY27, but macro risks loom: KotakAffordable housing finance companies are poised for a growth rebound from FY27, according to Kotak Institutional Securities. After a subdue...
- India's office market remains cautious despite resilient demand and selective rental gains: ReportIndia's office market saw demand outpace new supply in Q2 FY26, leading to modest rent increases in active areas. Despite a cautious overal...
- Jewellery, defence, and banks: Nuvama's Nikhil Ranka reveals where to find real opportunitiesNuvama Asset Management's Nikhil Ranka identifies key investment opportunities and potential pitfalls in India's equity markets. While reta...
- Buy, Sell or Hold: Goldman Sachs maintains sell on Bharat Dynamics; HDFC Securities maintains buy on IndiaMART InterMESHBrokerages remain divided on two stocks. Goldman Sachs retained its 'Sell' rating on Bharat Dynamics, raising the target price marginally t...
- JPMorgan turns cautious on IT, sees growth headwinds aheadJPMorgan anticipates challenges for Indian IT firms over the next two years, citing uncertain demand and a mix of technology and economic h...
- India's services exports narrow gap with goods trade as overall trade grows 5.4% in Q4FY26: NITI AayogIndia's trade saw a healthy 5.4% growth in Q4 FY26, driven by robust services exports that significantly boosted the services trade surplus...
- PSU banks lose gold loan sourcing share as private banks, NBFCs gain traction: ReportPublic sector banks are losing ground in the gold loan market to private lenders and NBFCs, which offer faster service and wider reach. Whi...
- Meesho shares rise 2% as Citi initiates coverage with Buy rating. Here's whyInternational brokerage Citi initiated coverage on Meesho with a 'Buy' rating, setting a target price of Rs 210 and anticipating a 23% upsi...
- RBI seen in no rush to press rate hike pedal, decision may get deferred to second half of FY27Economists are increasingly pushing back expectations of a Reserve Bank of India (RBI) interest rate hike, with many now seeing any tighten...
- Bharat Electronics shares in focus after defence PSU wins orders worth Rs 1,081 croreBharat Electronics shares are in focus following a significant Rs 1,081 crore order win, adding to previous gains. The defence PSU reported...
- Cochin Shipyard shares fall 3% amid buzz around OFS at 8% discountCochin Shipyard shares dipped Monday following reports of a potential government Offer for Sale (OFS) at a discount. The government, aiming...
- Buy, Sell or Hold: Morgan Stanley raises target price on NYKAA; Elara Capital maintains buy on Devyani InternationalBrokerage views on Indian equities are mixed as Morgan Stanley raises Nykaa's target price on ambitious FY30 growth plans. Conversely, conc...
- ETMarkets PMS Talk | Dinshaw Irani of Helios India stays away from IT, doubles down on domestic consumption amid AI disruptionHelios India is steering clear of IT stocks, citing AI's disruptive potential, and instead champions India's domestic consumption. The firm...
- War, oil and El Nino: Triple threat may cut India Inc's profit margins by 150 bpsIndia Inc faces challenges ahead. Geopolitical tensions in West Asia and El Nino conditions may hurt company profits. Operating profit marg...
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